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Turn Raw Records into Structured Case Intelligence

Lawyers upload pleadings, key discovery responses, core documents, and transcripts into esumry. The platform helps organize that material into issues, facts, parties, and supporting documents. Instead of starting with a blank page, defense teams start with a coherent picture that is updated whenever new documents are added.

 
 
 

A Dedicated Case Workspace for Each Timekeeper

Every user has individual credentials and creates their own cases in esumry. They choose what to upload and how to structure their analysis, keeping work product and privilege boundaries the same as today with a lot less manual review, summarizing and note-taking.

Bullet highlights:

  • Individual logins for every defense attorney and paralegal

  • Case-based file organization

  • No shared workspaces with clients or experts to protect privilege

 
 
 

Spot Key Issues and Themes Earlier

By structuring the record into facts and issues, esumry makes it easier to see what’s truly in dispute. Defense lawyers can quickly identify pressure points, weak spots, and key documents, and use that insight to shape early motion practice and settlement posture.

Bullet highlights:

  • Surface disputed facts and recurring themes

  • See which documents support or undermine positions

  • Inform early strategy without re-reading everything

 
 
 

Produce Better Case Summaries Faster

Once a lawyer has built their analysis in esumry, they can export it into memos, outlines, or client updates. Those exports can be dropped into a document management system or as templates to become the starting point for partner review or client communication.

 
 
 

How Defense Lawyers Use Case File Analysis

  1. Create a case and upload materials
    The lawyer creates a new case in esumry and uploads pleadings, discovery responses, and key documents or transcripts.

  2. Generate and refine structured analysis
    esumry helps turn that record into organized issues, facts, and document links. The lawyer queries, reviews and adjusts the analysis based on their judgment.

  3. Export work product
    Summaries, outlines, or reports can be exported into Word or PDF and stored in the firm’s normal systems for review, editing, filing and client sharing.

 
 
 

Case File Analysis – Frequently Asked Questions

  • No. esumry speeds up and structures the building blocks of early case assessment, but lawyers still review outputs and citations, and make all judgment calls. It’s a faster path to a solid first-pass analysis, not a substitute for strategy.

  • They can upload pleadings, motions, discovery responses, key correspondence, produced documents, and transcripts. esumry then helps organize those into a more digestible view of the case.

  • Currently, each user has their own cases in esumry and uses the platform as an AI-assistant. Team collaboration happens through exported memos and summaries either saved to the preferred DMS or shared via preferred communication channels.

  • We can set up your account so that licensed users are aligned on your preferred reporting and guidelines when using esumry.

  • Often it lets mid-level or junior lawyers handle more of the groundwork in esumry, with partners reviewing and refining the results instead of building everything from scratch.

 
 
 
 
 
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